> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send a Client a Marketing Report

> Make a one-page report of leads, deals and website traffic, share it by link or email, and send it every week or month

A client report is one page with the numbers a client cares about: new leads, deals won, website visitors, rankings and more. Clients open it from a link, without signing in. You can send it every week or month, or only when you choose.

This guide makes a report for Northwind, looks at it the way a client would, then deletes it. Nothing was emailed.

## Make the report

> [!NOTE]
>
> ROI Reports is in early access. If you don't see it under **Marketing**, it hasn't reached your account yet.

Click **Marketing** in the left rail, then **ROI Reports**, then the **Client reports** tab. Click **New report** and fill in:

* **Report name:** what your client will see, for example "Northwind marketing report".
* **Schedule:** **Weekly** or **Monthly** rebuilds it and emails it on its own to the addresses you've sent it to. **Manual only** sends it only when you click **Email**.
* **Period:** the dates it covers: the last 7, 30 or 90 days, or the last calendar month. **Matches the schedule** covers the last 7 days for a weekly or manual report and the last 30 for a monthly one.

Click **Create**.

![New report: Report name Northwind marketing report (demo), Schedule Manual only, Period Last 30 days, and Create, outlined](https://mintcdn.com/locusdigital/CT2RYUTxaDisd94e/images/how-tos/marketing/cr-01-new-closeup.webp?fit=max\&auto=format\&n=CT2RYUTxaDisd94e\&q=85\&s=d9d8cd2c7c21a2923394ea7979193ea2)

Hiveku fills in the numbers right away. The row says when it was last made.

![Northwind marketing report (demo), Manual, last generated Oct 22 (the list of sections after it is blurred); Period Last 30 days and Compare ads with Previous period; View, Copy link and Email outlined, then Regenerate and a trash icon](https://mintcdn.com/locusdigital/CT2RYUTxaDisd94e/images/how-tos/marketing/cr-02-row-closeup.webp?fit=max\&auto=format\&n=CT2RYUTxaDisd94e\&q=85\&s=19341e17ed2e6537fdd9645fc1870881)

## See what your client sees

Click **View**. The report opens with your logo, the period, a one-line summary and the numbers.

![Marketing report, Northwind Coffee Roasters, last 30 days, Sep 22 to Oct 21, 2026: Northwind Coffee Roasters generated 85 new leads over the last 30 days, 4 deals closed won worth \$40,500; New leads 85; Deals won 4, \$40,500 won value; Website traffic with 68 visitors, 77 sessions and 140 page views, and a chart](https://mintcdn.com/locusdigital/CT2RYUTxaDisd94e/images/how-tos/marketing/cr-03-report-closeup.webp?fit=max\&auto=format\&n=CT2RYUTxaDisd94e\&q=85\&s=bc86842577c6d4851f381a963e093c97)

Further down are rankings, social media and **What we did this period**, a list of the work done on the account.

> [!WARNING]
>
> Read **What we did this period** before you share the report. It can list technical step names that won't mean much to a client.

## Share it

* **Copy link** copies the report's address to paste into a message. Anyone with the link can open it.
* **Email** opens a box for your client's addresses. Type them, separated by commas, and click **Send now**. It sends the report as last made, so click **Regenerate** first if you changed the period. The addresses you send to are saved, replacing any saved before, and get every scheduled report too.

![The Email box under the report, outlined: an address field showing client@example.com, second@example.com as an example, Send now, and the note Saved recipients also get every scheduled run](https://mintcdn.com/locusdigital/CT2RYUTxaDisd94e/images/how-tos/marketing/cr-04-email-closeup.webp?fit=max\&auto=format\&n=CT2RYUTxaDisd94e\&q=85\&s=abfbf29d4829e28f3176c9b846800f78)

Northwind didn't send it, because a report email goes to real people.

## Keep it up to date

* **Regenerate** rebuilds the numbers now. A scheduled report does this by itself before it goes out.
* **Period** and **Compare ads with** on the row change what the next report covers.
* **Delete:** click the trash icon, then **Delete**. Its link stops working at once. Northwind deleted its demo report after this guide.

## Good to know

* **Where the numbers come from:** leads and deals from your CRM, visitors from your website's analytics, and rankings from [Track Where You Rank on Google](/how-tos/marketing/track-rankings).
* **More detail:** [Client Reporting & Approvals](/marketing/client-reporting).


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